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DCI vs. AME
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between DCI and AME is 0.50, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Performance

DCI vs. AME - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Donaldson Company, Inc. (DCI) and AMETEK, Inc. (AME). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

DCI:

-0.37

AME:

0.07

Sortino Ratio

DCI:

-0.35

AME:

0.28

Omega Ratio

DCI:

0.95

AME:

1.04

Calmar Ratio

DCI:

-0.35

AME:

0.08

Martin Ratio

DCI:

-0.95

AME:

0.25

Ulcer Index

DCI:

8.84%

AME:

7.85%

Daily Std Dev

DCI:

23.26%

AME:

24.87%

Max Drawdown

DCI:

-56.90%

AME:

-53.31%

Current Drawdown

DCI:

-12.96%

AME:

-12.70%

Fundamentals

Market Cap

DCI:

$7.87B

AME:

$39.31B

EPS

DCI:

$3.42

AME:

$6.11

PE Ratio

DCI:

19.25

AME:

27.87

PEG Ratio

DCI:

1.67

AME:

2.38

PS Ratio

DCI:

2.19

AME:

5.67

PB Ratio

DCI:

5.21

AME:

3.94

Total Revenue (TTM)

DCI:

$2.71B

AME:

$6.94B

Gross Profit (TTM)

DCI:

$960.30M

AME:

$2.51B

EBITDA (TTM)

DCI:

$487.00M

AME:

$2.10B

Returns By Period

In the year-to-date period, DCI achieves a 0.78% return, which is significantly higher than AME's -4.55% return. Over the past 10 years, DCI has underperformed AME with an annualized return of 8.40%, while AME has yielded a comparatively higher 13.21% annualized return.


DCI

YTD

0.78%

1M

5.62%

6M

-12.15%

1Y

-8.46%

5Y*

10.38%

10Y*

8.40%

AME

YTD

-4.55%

1M

6.68%

6M

-9.75%

1Y

1.75%

5Y*

16.09%

10Y*

13.21%

*Annualized

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Risk-Adjusted Performance

DCI vs. AME — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

DCI
The Risk-Adjusted Performance Rank of DCI is 2929
Overall Rank
The Sharpe Ratio Rank of DCI is 3131
Sharpe Ratio Rank
The Sortino Ratio Rank of DCI is 2727
Sortino Ratio Rank
The Omega Ratio Rank of DCI is 2828
Omega Ratio Rank
The Calmar Ratio Rank of DCI is 3030
Calmar Ratio Rank
The Martin Ratio Rank of DCI is 2929
Martin Ratio Rank

AME
The Risk-Adjusted Performance Rank of AME is 5151
Overall Rank
The Sharpe Ratio Rank of AME is 5555
Sharpe Ratio Rank
The Sortino Ratio Rank of AME is 4545
Sortino Ratio Rank
The Omega Ratio Rank of AME is 4545
Omega Ratio Rank
The Calmar Ratio Rank of AME is 5656
Calmar Ratio Rank
The Martin Ratio Rank of AME is 5555
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

DCI vs. AME - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Donaldson Company, Inc. (DCI) and AMETEK, Inc. (AME). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


The current DCI Sharpe Ratio is -0.37, which is lower than the AME Sharpe Ratio of 0.07. The chart below compares the historical Sharpe Ratios of DCI and AME, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Dividends

DCI vs. AME - Dividend Comparison

DCI's dividend yield for the trailing twelve months is around 1.60%, more than AME's 0.67% yield.


TTM20242023202220212020201920182017201620152014
DCI
Donaldson Company, Inc.
1.60%1.57%1.50%1.55%1.47%1.50%1.42%1.73%1.45%1.65%2.36%1.64%
AME
AMETEK, Inc.
0.67%0.62%0.61%0.63%0.54%0.60%0.56%0.83%0.50%0.74%0.67%0.63%

Drawdowns

DCI vs. AME - Drawdown Comparison

The maximum DCI drawdown since its inception was -56.90%, which is greater than AME's maximum drawdown of -53.31%. Use the drawdown chart below to compare losses from any high point for DCI and AME. For additional features, visit the drawdowns tool.


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Volatility

DCI vs. AME - Volatility Comparison


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Financials

DCI vs. AME - Financials Comparison

This section allows you to compare key financial metrics between Donaldson Company, Inc. and AMETEK, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


600.00M800.00M1.00B1.20B1.40B1.60B1.80BJulyOctober2021AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025
870.00M
1.73B
(DCI) Total Revenue
(AME) Total Revenue
Values in USD except per share items

DCI vs. AME - Profitability Comparison

The chart below illustrates the profitability comparison between Donaldson Company, Inc. and AMETEK, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

31.0%32.0%33.0%34.0%35.0%36.0%37.0%JulyOctober2021AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025
35.2%
36.1%
(DCI) Gross Margin
(AME) Gross Margin
DCI - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Donaldson Company, Inc. reported a gross profit of 305.90M and revenue of 870.00M. Therefore, the gross margin over that period was 35.2%.

AME - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, AMETEK, Inc. reported a gross profit of 625.00M and revenue of 1.73B. Therefore, the gross margin over that period was 36.1%.

DCI - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Donaldson Company, Inc. reported an operating income of 125.50M and revenue of 870.00M, resulting in an operating margin of 14.4%.

AME - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, AMETEK, Inc. reported an operating income of 454.83M and revenue of 1.73B, resulting in an operating margin of 26.3%.

DCI - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Donaldson Company, Inc. reported a net income of 95.90M and revenue of 870.00M, resulting in a net margin of 11.0%.

AME - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, AMETEK, Inc. reported a net income of 351.76M and revenue of 1.73B, resulting in a net margin of 20.3%.